See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,149 | $95,803-48.7% | $113,168-56.6% | $84,808-42.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 4.49% | 25.00%-20.5pp | 24.27%-19.8pp | 40.90%-36.4pp |
| Employer contribution / active EE | $568 | $2,360-75.9% | $2,975-80.9% | $2,631-78.4% |
| Participant deferral / active EE | $2,966 | $4,242-30.1% | $5,107-41.9% | $4,212-29.6% |
| Admin fee / account holder | $5,311 | $8,989-40.9% | $12,068-56.0% | $7,344-27.7% |